Werba Rubin Papier Wealth Management

Position in LRCX — Lam Research Corp

CIK 1971029 SAN JOSE, CA

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$5,029,661

+$2,382,628 QoQ

Shares Held

11,607

-6.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.58%

of 13F equity value

Holder Rank

#1,113

of 3,103 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Werba Rubin Papier Wealth Management holds $7,688,940 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (65.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	11,607	$5,029,661
2	AMAT	Applied Materials Inc /De	1,480	$1,070,040
3	ASML	Asml Holding NV	516	$1,026,550
4	KLAC	Kla Corp	1,865	$562,689

All Filings in LRCX

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,029,661	11,607	-6.3%	Shares	Sole	2026-07-28
2026-03-31	$2,647,033	12,389	+632.6%	Shares	Sole	2026-05-12
2025-12-31	$289,465	1,691	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.